★ RRSP INVESTING GUIDE · WHAT TO HOLD ★

The deduction + the shelter. Use both.

The RRSP gives you a tax DEDUCTION going in AND tax-deferred growth. The biggest win: US dividend stocks have NO 15% withholding here (vs TFSA/non-reg where they do). Hold your US dividend ETFs in your RRSP.

See 4 strategies
💎NO US WITHHOLDINGTreaty benefit
★ 4 RRSP STRATEGIES ★

Match to your career phase

US Dividend HeavyTAX-EFFICIENT
RISK
VFV (US S&P)50%
VDY (Cdn Div)25%
VAB25%

Maximize US dividends — RRSP avoids 15% US withholding via tax treaty.

Set & ForgetLOW MAINTENANCE
RISK
VEQT100%

One-fund global equity. Auto-rebalances. Perfect default.

Balanced 60/40MID-CAREER · 35-55
RISK
VBAL100%

Classic balanced. Single ETF replaces 7-fund portfolio.

ConservativeNEAR RETIREMENT
RISK
VBAL50%
VAB50%

Lower volatility for those nearing retirement.

★ TAX EFFICIENCY RULES ★

RRSP do / don't

✓ DOHold US dividend stocks here

Canada-US tax treaty exempts US-source dividends paid to RRSP from 15% withholding. Inside TFSA: 15% withheld. Inside non-reg: 15% withheld but you get foreign tax credit.

✓ DOHold bonds + REITs

High-tax income (interest, REIT distributions) get TAX-DEFERRED here. Outside RRSP, this income is fully taxable at marginal rate.

✗ DON'THold Canadian dividend stocks

Canadian dividends get the Dividend Tax Credit OUTSIDE RRSP (effective 0-25% tax). Inside RRSP, they're fully taxed at withdrawal — wasted credit.

✓ DOContribute on payday

Reduces taxable income on every paycheck. Plus you avoid the "lump sum" March 1 deadline panic.

✗ DON'TBorrow to invest in RRSP

Interest on RRSP loans is NOT tax-deductible (unlike non-registered margin loans). The math rarely works.

✓ DOConvert to RRIF by 71

Mandatory by Dec 31 of year you turn 71. Plan ahead — calculate your minimum withdrawals and tax bracket.

YOUR QUESTIONS

RRSP investing · straight answers